Hello, for prepayments we generate a modified quote report in order to supply a document to the customer to prepay (pro-forma invoice) . I’d like to implement a reminder task for the account manager if the confirmed project has not been prepaid in a certain time before the planning period. For this to work i would the MCP to read the Invoice Moment Field for each Project.
Hi @marcmo - welcome to the community, and thank you for this feedback! This is a clear use case and great input for our roadmap.